Account Manager
7 days ago
We are seeking a highly skilled and motivated Account Manager to join our team at NFP. As a pivotal member of our account management team, you will play a critical role in nurturing client relationships, ensuring their utmost satisfaction, and solidifying their loyalty to our brand.
Key Responsibilities- Work with senior team members to prepare and send requests for proposals to applicable insurance carriers and spreadsheets results as they come in.
- Learn and review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
- Create and maintain client files in accordance with office procedures.
- May be responsible for keeping client policy records and taking the lead on answering questions from clients and/or insurance company personnel.
- Develop ongoing relationships with clients and coordinate with Senior Account Manager, Account Executives or Advisors in doing so.
- Develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients.
- Review and analyze requests for proposals and insurance plan analyses, and participate in negotiations with carriers and recommend renewal actions under the direction of a senior team member.
- Assist Account Executive in drafting renewal presentations and assist with creating and updating benefits-related guides, education resources for clients.
- Learn how to conduct annual client compliance audits using NFP portal, and assist more senior Account Managers in preparing documents.
- Attend to client requests, including product or vendor service or performance challenges, and file form 5500 filing, reaching out for assistance as needed.
- Participate in client projects, such as implementation of new business, open enrollment process, non-discrimination testing, etc.
- Create monthly, quarterly, and annual reports for client review as needed, and distribute monthly/quarterly newsletters and other briefings and content as appropriate.
- Assist with creation of client corporate wellness programs and offerings.
- Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
- Ability to work independently and anticipate client and team needs.
- Effective time management and decision-making skills.
- Diligent follow-up skills.
- Ability to express ideas clearly in both written and oral communications.
- Strong Microsoft Excel and PowerPoint skills.
- Commanding presentation and public speaking abilities.
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more.
Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
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